Will Kaplan, CFP
Halcyon Financial Planning
Certified Financial Planner in West Linn, OR
Address:21900 Willamette Dr Ste 210
West Linn, OR 97068
About Will Kaplan
Will Kaplan is a financial professional at Halcyon Financial Planning located in West Linn, Oregon. Will Kaplan holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Will Kaplan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Will Kaplan21900 Willamette Dr Ste 210
West Linn, OR 97068
Phone Number:
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Website:
http://halcyon-financial.com
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